MAI Capital Management’s Suncor Energy SU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $251K | Buy |
6,712
+756
| +13% | +$28.3K | ﹤0.01% | 1036 |
|
|
2025
Q1 | $231K | Sell |
5,956
-2
| -0% | -$77 | ﹤0.01% | 1024 |
|
|
2024
Q4 | $213K | Sell |
5,958
-65
| -1% | -$2.32K | ﹤0.01% | 1074 |
|
|
2024
Q3 | $222K | Sell |
6,023
-6,685
| -53% | -$247K | ﹤0.01% | 943 |
|
|
2024
Q2 | $484K | Buy |
12,708
+2,548
| +25% | +$97.1K | ﹤0.01% | 800 |
|
|
2024
Q1 | $375K | Buy |
10,160
+1,020
| +11% | +$37.6K | ﹤0.01% | 871 |
|
|
2023
Q4 | $293K | Sell |
9,140
-132
| -1% | -$4.23K | ﹤0.01% | 852 |
|
|
2023
Q3 | $319K | Buy |
+9,272
| New | +$319K | ﹤0.01% | 780 |
|
|
2023
Q2 | – | Sell |
-13,941
| Closed | -$433K | – | 1092 |
|
|
2023
Q1 | $433K | Buy |
13,941
+1,506
| +12% | +$46.8K | 0.01% | 668 |
|
|
2022
Q4 | $395K | Buy |
12,435
+3,318
| +36% | +$105K | 0.01% | 667 |
|
|
2022
Q3 | $257K | Buy |
+9,117
| New | +$257K | ﹤0.01% | 728 |
|
|
2018
Q2 | – | Sell |
-6,598
| Closed | -$228K | – | 482 |
|
|
2018
Q1 | $228K | Buy |
6,598
+738
| +13% | +$25.5K | 0.01% | 397 |
|
|
2017
Q4 | $215K | Buy |
5,860
+18
| +0.3% | +$660 | 0.01% | 426 |
|
|
2017
Q3 | $205K | Buy |
+5,842
| New | +$205K | 0.01% | 413 |
|